HHDVX vs. SVAIX
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or SVAIX.
Correlation
The correlation between HHDVX and SVAIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HHDVX vs. SVAIX - Performance Comparison
Key characteristics
HHDVX:
0.62
SVAIX:
0.71
HHDVX:
1.06
SVAIX:
1.15
HHDVX:
1.14
SVAIX:
1.17
HHDVX:
0.77
SVAIX:
0.98
HHDVX:
3.14
SVAIX:
3.24
HHDVX:
3.48%
SVAIX:
3.46%
HHDVX:
15.89%
SVAIX:
13.65%
HHDVX:
-36.13%
SVAIX:
-50.87%
HHDVX:
-5.46%
SVAIX:
-4.96%
Returns By Period
In the year-to-date period, HHDVX achieves a -0.83% return, which is significantly lower than SVAIX's 2.77% return. Over the past 10 years, HHDVX has outperformed SVAIX with an annualized return of 9.00%, while SVAIX has yielded a comparatively lower 3.96% annualized return.
HHDVX
-0.83%
3.39%
-3.23%
9.74%
16.33%
9.00%
SVAIX
2.77%
3.20%
-3.14%
9.65%
9.99%
3.96%
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HHDVX vs. SVAIX - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
HHDVX vs. SVAIX — Risk-Adjusted Performance Rank
HHDVX
SVAIX
HHDVX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HHDVX vs. SVAIX - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.62%, more than SVAIX's 3.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.62% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% | 6.17% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 3.72% | 3.86% | 4.31% | 4.16% | 3.72% | 4.31% | 3.97% | 4.35% | 3.74% | 3.11% | 3.60% | 5.47% |
Drawdowns
HHDVX vs. SVAIX - Drawdown Comparison
The maximum HHDVX drawdown since its inception was -36.13%, smaller than the maximum SVAIX drawdown of -50.87%. Use the drawdown chart below to compare losses from any high point for HHDVX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
HHDVX vs. SVAIX - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) has a higher volatility of 5.25% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 4.45%. This indicates that HHDVX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.